Laurels

Best Financial Advisors in Madison
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Madison Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 80 58 27

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Blackhorn Partners

  • Certified Financial Planner (CFP)

Blackhorn Partners provides financial advice and investor-specific wealth management plans in Madison. Its partners and strategists hold various certifications, including CFP, ChFC, CFA, and CIMA. They look to create tailor-fit plans that are family-centric, offer financial comfort, and protect their clients' lifestyles. The company also helps individuals and families build a strong legacy and financially prepare for retirement. Blackhorn Partners has regularly been invited to speaking and teaching engagements on key segments of wealth management.

10 East Doty Street
Madison, WI 53703

Website

CLF Asset Management

  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

CLF Asset Management offers financial planning services, including cash flow analysis, financial goal analysis, investment planning, and tax planning. Additionally, the firm handles investment management and employer retirement planning. Its finance process has five steps: discovery meeting, fact-finding meeting, allocation meeting, ongoing reviews, and open-ended relationship. CLF Asset Management is an independent financial services firm serving the Madison metro and surrounding areas. It is committed to providing sound financial advice, creating custom financial plans, and maintaining long-term relationships with its clients.

999 Fourier Drive
Madison, WI 53717

Website

Fortress Planning Group

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Fortress Planning Group is an independent and fiduciary firm with an office located in Madison. It comprises investment advisors who help individuals and businesses achieve financial freedom. They offer investment management services that educate clients on how to invest money wisely in the proper platform. Additionally, they assist in the planning of retirement, as well as selecting the right investment options that best fit clients' needs. Investment advisor and founder Scott Wellens uses a client-centered approach in delivering custom-tailored wealth planning solutions.

2810 Crossroads Drive
Madison, WI 53718

Website

Local Financial Advise

  • Certified Financial Planner (CFP)

Local Financial Advise is a Madison-based company that provides clients with various financial planning services. Its financial advisors work to understand the client's available assets and create financial plans around their circumstances. They can analyze a client's student loans and recommend payment strategies, advise clients on various stock options, and educate them on passive income strategies. In addition, the company can provide clients with tax-centered financial advice. Local Financial Advise houses staff who have over 80 years of combined industry experience.

339 West Doty Street
Madison, WI 53703

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Perk Planning

Perk Planning is a Registered Investment Advisory firm located in Madison. The company's live planning session services are optimized for clients who only have a few questions, want independent clarification and prioritization of their goals, or need a second opinion. The deep dive services cover multiple aspects of a client's finances with fees that vary depending on the complexity. Clients can use their periodic review services to monitor and adjust their financial plans over time. The firm also offers an ongoing client program that provides ongoing plan access, priority appointment booking, prompt responses to questions, and discounted overall planning services.

Madison, WI 53703

Website

SVA Financial Group

SVA Financial Group has served the Appleton, Brookfield, Madison, and Sioux Falls communities for over two decades. Currently, it manages more than $2.5 billion in client assets. Typical services include personal investment strategies, individual retirement services, retirement plans for businesses, trust and estate planning, tax planning, and impact investing. In addition, the firm has specialized services that address the unique concerns of professional women, physicians, and university students. Clients can receive consultations regarding life transitions like marriage, divorce, birth of children, changing healthcare needs, sudden inheritance, and business ownership transitions. The company's retirement planning strategies aim to retain employees.

Madison, WI 53717

Website

Wealthspire Advisors

  • Estate Planning
  • Certified Financial Planner (CFP)

Wealthspire Advisors is a financial firm that serves clients in Madison. Since 1995, it has been providing assistance in financial planning and investment strategies. The firm's advisors help clients understand and manage their finances through education and personalized planning. They also assist clients in the consolidation of assents and coordination with professionals such as attorneys and accountants. In 2020, Wealthspire Advisors was named by Forbes magazine as part of its Best-in-state Advisors and Top Women Advisors lists.

10 Terrace Court
Madison, WI 53718

Website

Yahara Wealth Management

  • Certified Financial Planner (CFP)

Yahara Wealth Management in Madison caters to clients looking for assistance in managing and planning their finances. Its services include investment management, where the staff recommends evidence-based strategies for client's investment portfolios. The company also handles various kinds of financial planning, ranging from student loan analyses to retirement planning. Tax planning services are available as well. Leonard W. Barry, the company's founding partner, has over 15 years of experience in the financial advising industry. He is also a Certified Financial Planner.

725 Heartland Trail
Madison, WI 53717

Website

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